See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,975 | $74,888-33.3% | $71,209-29.8% | $142,382-64.9% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 8.81% | 345.14%-336.3pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,587 | $2,854-44.4% | $2,721-41.7% | $4,299-63.1% |
| Participant deferral / active EE | $4,047 | $4,454-9.1% | $4,175-3.1% | $6,507-37.8% |
| Admin fee / account holder | $18,322 | $5,568+229.0% | $5,349+242.5% | $12,624+45.1% |